A Senior Mentor, Available 24/7
See AI coaching with insurance-specific roleplay, objection handling, and performance scoring.
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AI Coaching Session in Action
Why Agents Love AI Coaching
Insurance-Specific Practice Tracks
Not generic sales tips. Practice tracks written for life, health, IUL, and annuity conversations — and you can author your own scenarios for the situations your agents actually face.
AI Roleplay Sessions
Practice client conversations with an AI that plays realistic prospect roles — skeptical buyers, price shoppers, confused retirees.
Objection Handling Drills
Agents practice the 20 most common insurance objections with instant AI feedback on tone, accuracy, and compliance.
Performance Scoring
Every session scored on knowledge, communication, compliance, and persuasion. Agents see exactly where to improve.
Skill Progression Tracking
Visual skill maps show each agent's growth over time. Managers spot strengths and gaps across the team.
Evidence You Can Audit
Every session stores the transcript, the per-response scores, and the criterion breakdown behind them, so a coaching conversation starts from what was actually said.
Track the Impact
Track Coaching Impact on Agency Performance
See coaching completion rates, skill progression, and the direct impact on close rates and revenue — all in one analytics dashboard.
Pipeline Conversion
Revenue Trend
Agent Leaderboard
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Frequently Asked Questions
Unlimited sessions on Pro and Enterprise plans. Starter plans include 10 sessions per agent per month. Every session is saved with full transcripts and scoring history.
Product knowledge (life, health, IUL, annuity), sales skills (objection handling, closing, needs analysis), compliance awareness, and client communication. Managers can add their own scenarios for anything not covered.
Yes. Managers can assign required modules, set completion deadlines, and track progress across the entire team from the coaching dashboard. Completion reports export to CSV.
Yes. The onboarding track is designed for new agents — starting with fundamentals and progressing to advanced scenarios — so their first difficult objection is not a live client call.
Ready to accelerate your team's performance?
Book a demo and see how AI coaching transforms new agent ramp-up and veteran performance.